OpenAI launches Aardvark, a GPT-5-powered autonomous cybersecurity agent that scans code, finds vulnerabilities, and proposes fixes — marking OpenAI’s entry into AI-driven security.

Big Tech earnings diverge — Meta’s stock drops on heavy AI capex, Microsoft slips after an Azure outage, while Alphabet surges past a $100B quarter driven by Gemini and Cloud.

NotebookLM overhaul — now supports a 1M-token context, persistent goals, autosaved threads, and improved multi-source reasoning.

Nvidia invests $1B in Poolside, expands into robotics and quantum-GPU bridging via NVQLink, and sets sights on $500B revenue from next-gen chips.

OpenAI + Oracle to build a 1+ GW “Stargate” AI campus in Saline Township, Michigan.
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Microsoft, Meta Platforms and Google LLC reported record profits and record infrastructure & AI spending in their latest earnings.
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Amazon’s Project Rainier reportedly running ~500k Trainium2 chips, boosting Anthropic’s compute ~5x.
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OpenAI offers extra Sora/Codex credits and higher limits.
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Canva ships a design-aware foundation model, layered/3D tools, an AI assistant across the app, a spreadsheet + app-builder, Canva Grow, and makes Affinity permanently free.

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Apple will open Siri to more third-party AI models (ChatGPT today; Gemini/others in talks).
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UMG settles with Udio to build a licensed AI music generator/streaming service for 2026.
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Perplexity signs a multi-year licensing deal with Getty Images.
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NotebookLM adds 1M-token context, more memory, better multi-source answers, and persistent goals/tones.
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Security climate: fake Nvidia keynote streams/deepfakes outdrew the real event; Ribbon Communications breach ran for months; UPenn mass-email breach threatens data leak.
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YouTube offers U.S. staff voluntary buyouts amid AI reorg.
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Wharton AI study shows enterprise AI adoption surging — 88% of companies plan to increase budgets, 60% now have Chief AI Officers, and ChatGPT, Copilot, and Gemini top usage rankings.

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Tely AI launches to help niche businesses get discovered in AI search by generating and publishing expert-level SEO and LLM-optimized articles automatically.
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Nvidia introduces “AI Factory for Government” reference design with FedRAMP-aligned stack.
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Nvidia unveils NVQLink to bridge quantum systems and GPUs; partners span 17 quantum builders and nine labs.
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SK hynix sells out next-year (and 2026) AI memory; record profits ripple to Micron and Supermicro.
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Extropic claims thermodynamic chips could slash AI energy usage; Z-1 dev kits now shipping.
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1X debuts $20k “Neo” home robot trained via teleoperation.
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The global semiconductor outlook for 2025 shows AI-driven chip demand is reshaping design and manufacturing—custom silicon, memory market shifts, foundry rivalry all increasing rapidly.
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